Our Process
Get to know each other
Through a 30 minute discovery call, we’ll get to know each other, discuss your concerns and agree if we can help you.
We’ll ask lots of questions about various aspects of your life. We’ll explain what we do, how we work and how we charge for our services.
By the end of this call, you’ll clearly understand the steps we’ll go through and will have enough information to decide if we can help you.
Understand You
During this meeting, we will encourage open and honest communication, enabling us to identify your aspirations for the future and any potential obstacles that may arise.
At this stage we will request information about your current financial arrangements to gain a comprehensive understanding of your present situation. Our goal is to establish a clear picture of where you stand, allowing us to develop a personalized strategy that aligns with your goals and maximizes your financial wellbeing.
Building Your Financial Plan
Using our cashflow modelling tool, we’ll bring your current financial position to life, so you understand how close you are to achieving your life goals.
We’ll explain the adjustments that are needed to ensure your finances enable you to live the life you aspire to. At the conclusion of this stage, you’ll understand the strategy we’re suggesting.
Take Action
If you are happy with our advice and your personalised financial plan, we will help make this a reality. We’ll extend the strategy into a set of formal recommendations for us to implement.
By this stage, you’ll know the direction you’re heading in, understand the steps you need to take to get there and trust us to be your partner in making these changes.
Just the beginning
Once your plan is in place, we can ensure you stay on track through our ongoing financial planning service. We’ll meet at least once a year to review your plan, ensuring it continues to be relevant and you are on track to achieve your goals.
Are you ready to get started? Let’s arrange a chat to see if we can help you
